Christopher Paul Davis

Employer firm

Hudson Value Partners, LLC CRD 301325

$678M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2019
  Oppenheimer & Co. Inc.
  Florham Park, NJ
• 05/2019 → 12/2024
  Private Client Services
  Palm Beach, FL
• 05/2019 → Present
  Hudson Value Partners, Llc
  Palm Beach, FL

Previous Registrations

• 2016-10-07 → 2019-05-24
  Oppenheimer & Co. Inc.
  New York, NY
  Florham Park, NJ

Other Businesses

1) WHITEROCK AI. PO BOX 25, WEST GROVE, PA 19390. WHITEROCK AI IS A STARTUP DATA SCIENCE COMPANY SEEKING THE USE OF ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING TO IMPROVE BAD DEBT RECOVERY RATES. SERVE AS AN ADVISORY BOARD MEMBER. 3 HOURS/MO; 0 DURING TRADING HOURS. 2) HVP OPPORTUNITIES FUND, LP / HVP OPPORTUNITIES FUND MANAGEMENT LLC, INVESTMENT RELATED, 2875 SOUTH OCEAN BLVD, SUITE 200-26, PALM BEACH, FL 33480, HVP OPPORTUNITIES FUND, LP IS A LIMITED PARTNERSHIP VERSION OF SEPARATE ACCOUNT STRATEGY FOR ACCREDITED INVESTORS. HVP OPPORTUNITIES FUND MANAGEMENT LLC IS THE GENERAL PARTNER TO THE FUND, AS A MANAGING MEMBER OF THE LLC THAT IS THE GP, I HELP TO OVERSEE FUND OPERATIONS AND AS OUTLINED IN THE PPM AND HAVE HIRED THE FUND'S INVESTMENT ADVISOR, HUDSON VALUE PARTNERS LLC, NUMBER OF HOURS PER MONTH: 5, NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 5, START DATE: 07/15/2021. 3) INDEPENDENT INSURANCE AGENT; NOT INVESTMENT-RELATED; STARTED 05/2019; APPROXIMATELY 1 HOUR PER MONTH, ALL DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-07

Other Names

• Christopher Davis